The role
Renewal Management and Credit Control
Hours: 25 hours across 5 days.
Location: Our office is in the heart of Wells. This role is office based.
Salary: £25,000 FTE plus performance related pay.
Permanent Contract.
Introduction to NFU Mutual
NFU Mutual offers a wide range of products and services, including general insurance, life, pensions and investments and has been providing quality insurance for its customers, for over 110 years. We carefully balance delivering excellent service to our customers whilst ensuring the business is run effectively. As a mutual, supporting our customers and paying their claims comes first. We are a top ten UK insurance company and the UK's largest rural insurer, with an agency network of over 250 local offices.
About the Agency
As a local agency of NFU Mutual we deliver a first-class service, and sell their product range across our region, to customers old and new, who are at the core of everything we do. We are a business where honesty, integrity, and trust are at the heart of our values. We champion the personal approach to customer service that NFU Mutual are famous for.
At NFU Mutual's Wells Agency we are currently recruiting for a Renewal Dispatch and Credit Controller to join our dynamic team and provide dedicated support to our customers.
We are deeply committed to both our customers and our team, so we understand the importance of getting a balance. As a forward-thinking and inclusive company, we're dedicated to creating a supportive work environment. We believe in empowering our team to excel both at work and at home.
As an agency of NFU Mutual we work in line with their three strategic objectives:
* To deliver sustainable and profitable growth.
* To be a great company to do business with.
* To be a great place to work.
This role is perfect if you love relationship building, you will play a crucial role in supporting the Operations and Finance teams in producing accurate and timely reports and information.
It is Important to us that you have a passion and understanding of document management and credit control along with the skills and attitude to provide exceptional support and service to our customers.
About the role
* The primary responsibility is for collation, dispatch and accountability of all client renewal documentation whilst meeting timeframes.
* Diary management for Agents
* Upload of client review documentation and appointment preparation
* Undertake general administrative duties.
* Manage all aspects of credit control, premium collection, defaults, refunds, and queries.
* Oversee the efficient resolution of customer queries, working closely with other departments as needed to address and resolve disputes.
* To work alongside and support the office with daily administrative tasks.
* Produce correspondence to required time frames and quality standards.
* Maintain record keeping as per requirements for your role.
* Develop and sustain effective working relationships with customers, all members of the Agency and NFU Mutual staff.
* Work within the Compliance Framework required by the Company / Financial Conduct Authority (FCA).
* Use of all Microsoft Office Applications as well as Insurance Policy and Claims Administration Systems. Full training and support will be provided.
* Utilising task management software to manage workflows.
* Perform other duties as assigned by the Management Team.
About you:
* A keen eye for detail and a strong understanding of credit control, you are focused on high standards of accuracy and regulatory requirements.
* Excellent grasp of Business, Maths and English.
* IT literate with strong skills in MS Office (Excel, Word, Outlook).
* Excellent written and oral communication skills.
* An understanding and experience of working in a credit control environment.
* Ability to meet deadlines, work under pressure, and manage competing priorities.
* A dedicated team player who thrives on challenges, you do everything you can to make a real difference for your customers and are always prepared to go the extra mile.
* Energetic, enthusiastic, and resilient, you're passionate about delivering exceptional customer service while ensuring top-quality sales outcomes.
Our commitment to you:
* 20 days annual leave plus bank holidays increasing to 25 days after your first year.
* A professional and supportive work environment.
* Investment in personal development to further your career within the business.
* £500 per annum wellness package including access to a cash healthcare plan.
* Annual team performance related bonus scheme.
* Pension scheme.
* Regular team events and activities including a volunteering programme.
* No weekend or evening work.
* Free parking.
Please apply in writing with CV and covering letter to:
Closing date for all applications: Friday 27th March – Interviews may be requested before this date.
Please note you will be employed by an Agent of NFU Mutual and not NFU Mutual directly.
We are an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.